Welcome to CS 2.0
Run your customer success inside your own AI copilot.
FunnelStory brings agentic automation and the Customer Intelligence Graph directly into Claude and ChatGPT. Build your CS motion like LEGO blocks, no rigid vendor UI, no new portal to learn.
RECOGNIZED BY GARTNER
#1 — WINNING BY DESIGN 2025
ZERO AI PoCs LOST IN 2025
Real teams. Real numbers.
Discover How Our Customers Are Thriving with FunnelStory!
Why CS 2.0
The old model bends you to the vendor's UI.
Your team already lives in an AI copilot. Legacy CS software makes them leave it - to log into one more portal, learn one more interface, and wait on the data team for answers.
Answers take weeks
Every question routes through a backlogged data team. By the time you know, it's "surprise churn."
Confident, and wrong
A raw copilot doesn't know your accounts or your private data - so it guesses, confidently.
Truth in ten places
CRM, tickets, usage, and calls never line up. There's no single source of account truth.
One more login
CSMs are relationship experts, not dashboard operators - and not data scientists.
How it works
Three layers, delivered into your copilot.
Intelligence layer
The Customer Intelligence Graph
Your data - structured and unstructured - unified into one governed graph, so your copilot answers from verified account truth instead of guessing.
Agentic automation
Vibe-code your agents
Describe a workflow in plain language; FunnelStory turns it into a working agent that runs continuously in the background.
Copilot delivery
Enterprise MCP
The graph and your agents pipe securely into Claude and ChatGPT over MCP - permissioned by role, token-efficient, no new UI.
Out-of-the-box skills
Zero to Value in 5 Mins
Adopting a new AI motion can feel daunting. FunnelStory provides a rich, open-source repository of CSM “Skills” to instantly supercharge your graph's capabilities inside your copilot.
"Prepare the QBR for Acme" - a full deck and talking points, pulled from usage, outcomes, tickets, and renewals.
Proactive delivery
The architecture of the Customer Intelligence Graph.
One governed graph synthesizes four pillars into a single source of account truth - then serves it to every copilot and agent, permissioned and auditable.
Bring Your Own Copilot (BYOC)
Work where you already work. Your CSMs use Claude or ChatGPT to access the entirety of your customer intelligence.
Proactive Delivery
We deliver signals and needle movers directly to the tools your frontline teams use everyday.
The End of Tool Fatigue
FunnelStory runs the intelligence layer in the background; your Copilot handles the day-to-day engagement.
And your Outcome Agents live here too
The accountability from the homepage inside your copilot.
Your Outcome Agents don't need a separate console. Ask your copilot for the retention or expansion outcome you're driving, and it surfaces the cohort gap, the accounts to move, the actions to run, and the daily movement progress & proof, where you already work.
Why teams trust FunnelStory
Recognized, proven, and built for the enterprise.
Recognized by Gartner
Enterprise-grade compliance
#1 — Winning by Design
Top AI solution for Customer Success, Expansion & Renewals, 2025.
Zero AI PoCs lost in 2025
Every proof-of-concept we ran converted. The foundation shows up in the pilot.
Unified Journey — patent-pending
Our Unified Journey and needle-mover methods are patent-pending technology.
Enterprise security in our DNA
Built by founders with deep enterprise-security backgrounds.
Governed & auditable
Role-based, permissioned access to every part of the context graph.